3min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Michael Mauboussin – Active Asset Management - [Invest Like the Best, EP.02]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Portfolio Construction Skills Amongst Active Managers

What do you think is the state of portfolio construction skill amongst active managers? And if you had to choose a method for how you wait a portfolio once you've made your selections, what would it be? Really, i'd like to do much more work on this. But let me just make mention one thing i found fascinating. We wrote a piece not too long aall called form fowls function. It was about how your organization should be structured in order to serve your edge.

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